Richwood Investment Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
1,804
-7
| -0.4% | -$6.93K | 1.47% | 10 |
|
|
2025
Q1 | $1.71M | Sell |
1,811
-5
| -0.3% | -$4.73K | 1.46% | 11 |
|
|
2024
Q4 | $1.66M | Buy |
1,816
+7
| +0.4% | +$6.41K | 1.39% | 13 |
|
|
2024
Q3 | $1.6M | Sell |
1,809
-60
| -3% | -$53.2K | 1.33% | 16 |
|
|
2024
Q2 | $1.59M | Buy |
1,869
+335
| +22% | +$285K | 1.39% | 13 |
|
|
2024
Q1 | $1.12M | Sell |
1,534
-10
| -0.6% | -$7.33K | 1% | 22 |
|
|
2023
Q4 | $1.02M | Sell |
1,544
-25
| -2% | -$16.5K | 0.96% | 24 |
|
|
2023
Q3 | $886K | Hold |
1,569
| – | – | 0.9% | 25 |
|
|
2023
Q2 | $845K | Buy |
1,569
+15
| +1% | +$8.08K | 0.82% | 29 |
|
|
2023
Q1 | $772K | Sell |
1,554
-10
| -0.6% | -$4.97K | 0.77% | 34 |
|
|
2022
Q4 | $714K | Sell |
1,564
-30
| -2% | -$13.7K | 0.72% | 36 |
|
|
2022
Q3 | $753K | Hold |
1,594
| – | – | 0.83% | 29 |
|
|
2022
Q2 | $764K | Sell |
1,594
-25
| -2% | -$12K | 0.77% | 33 |
|
|
2022
Q1 | $932K | Sell |
1,619
-10
| -0.6% | -$5.76K | 0.83% | 29 |
|
|
2021
Q4 | $925K | Buy |
+1,629
| New | +$925K | 0.81% | 27 |
|